Services Summary

FINANCIAL REPORTING

For small to medium-sized businesses and not-for-profit organizations including churches, we prepare reviewed or compiled, historic or forecasted financial statements for financing or management reporting purposes.  Our reports are prepared in accordance with standards issued by the American Institute of Certified Public Accountants.

TAX PREPARATION

We work with corporations, partnerships, individuals and trustees who seek accurate and timely tax return preparation.  We strive to file all Federal, State and Local income tax returns before their deadlines unless the information was submitted to us late or we do not have complete information.

"She gives a lot of personal attention to my taxes, gives simple, easy to understand explanations, and gets her work out on time."

For business owners of start-up or emerging businesses and real estate investors we consult on choice of entities, and income tax saving strategies, bookkeeping, business planning and projection for businesses to make critical and informed decisions.

"A lot of bankers know and respect her, and the ones that don’t become very comfortable with her, once they meet her."

"Her crucial and timely support allowed me to present the information to the bank, ...without her help, the deal may not have even happened..."

QUICKBOOKS TRAINING AND IMPLEMENTATION

Whether you are a new or existing business, we can help you.  From initial setup and training with periodic review to complete bookkeeping, we help to put reliable financial information at your fingertips. We use our Client Portal for secure file exchange. 

INDIVIDUAL TAX CONSULTATION

We specialize in the tax planning aspect of:

• Stock Options Exercise
• Charitable Remainder Trust (CRT) and Charitable Lead Trust (CLT)
• Distribution from the Profit Sharing Trust of Procter & Gamble Co.